Women create, control and influence the investment of an enormous amount of wealth around the world. As more and more women become business owners and breadwinners, their financial power is exploding.
The Advantages of Investing in Premium Bonds
Dan Skolochenko September 28, 2017
Investors are often put off by the idea of buying a premium bond, mistakenly believing that they’ll lose money on the investment. After all, they’ll be paying more than par for the bond but receiving only par when the bond matures.
Relating to Investment Risk
Bryan Reilly September 26, 2017
Risk and return are inextricably linked, and potential returns are typically proportional to the risk an investor is willing to assume. Consequently, understanding risk is an essential component of long-term investment success.
Creating Your Family Legacy—Key Principle #3: Developing the Rising Generation
Linda Beerman September 21, 2017
This final part of the four-part Creating Your Family Legacy blog series focuses on the third of three key principles of legacy planning, “developing the rising generation.”
FOMC - No Rate Change, Balance Sheet Reduction to Begin Next Month
Gary Pzegeo, CFA September 21, 2017
As expected, the FOMC left the target range for federal funds unchanged at 1.0% to 1.25% and announced that balance sheet reduction plans will commence next month
Co-Investments: A Closer Look
Lester Duke, CFA September 20, 2017
Also referred to as direct investing, this space is becoming a larger and more dynamic element of private market investing in recent years, and we believe the trend will accelerate over time.
Creating Your Family Legacy—Key Principle #2: Evolving a Healthy Family Wealth Culture
Linda Beerman September 06, 2017
This third part of the four-part Creating Your Family Legacy blog series focuses on the second of three key principles of legacy planning, “evolving a health family wealth culture.”
Expanding Our Chicago Presence—Geneva Advisors Joins CIBC Atlantic Trust
Jack Markwalter September 01, 2017
We are pleased to announce that CIBC Atlantic Trust Private Wealth Management has completed its acquisition of Geneva Advisors, a private wealth management firm headquartered in Chicago
Creating Your Family Legacy—Key Principle #1: Integrating Family Wealth Planning
Linda Beerman August 29, 2017
This second part of the four-part Creating Your Family Legacy blog series focuses on the first of three key principles of legacy planning, “integrating family wealth planning.”
Is Inflation Whipped?
Dave Donabedian, CFA August 24, 2017
In 1974, President Gerald Ford encouraged all Americans to wear "WIN" buttons (Whip Inflation Now) as a way to rally the country against the inflationary spiral that was causing major economic dislocations and rapidly rising interest rates. Fast forward to 2017, and today’s WIN button could stand for “Where’s Inflation Now?”
Communication is the Key to a Healthy Family Wealth Culture
Ryan Christine Coulson August 24, 2017
Communication is the most vital component in any relationship, whether personal or professional because communication serves as the foundation of trust.
Creating Your Family Legacy: An Introduction to Legacy Planning
Linda Beerman August 22, 2017
Wealth is not just money, and it takes much more than the simple accumulation of material assets to achieve success.
4 Things You Need to Do Before Leaving for a Big Trip
Cathy Schnaubelt August 03, 2017
It’s unfortunate, but travel leaves your assets more vulnerable than you might think, so making financial plans in advance of your travel is crucial.
Recognizing the Value of Active Management
Dave Donabedian, CFA August 02, 2017
Back in May, we started a discussion on active vs. passive investing and argued that there are many instances in which active management is likely to deliver better results.
Federal Reserve Leaves Rates and Balance Sheet Unchanged
Gary Pzegeo, CFA August 01, 2017
The FOMC left its target range for federal funds unchanged at 1.0% to 1.25% and did not provide a launch date for its anticipated balance sheet reduction.